How to create a Survey in My Effectory

Note: For creating a survey, you either need to be a Central Coordinator, Project coordinator or a Local Coordinator.


  1. Go to My Effectory.
  2. Open the Project where you plan to launch a survey.
  3. Click on the button Create a survey.
  4. Give your survey a clear and recognizable name.
    For example, "Team Development Scan— Team Yellow — 01/2023."
  5. Select the groups you want to participate.
  6. Select the survey time period.
  7. Review and confirm the questions of the survey.
  8. Save your settings or confirm your survey.

After the planned survey period has started, each participant will automatically receive an email containing a link to the survey. 


More information on each step.

Step 1: Select participants 

After you have given your survey a name, you will be directed to the Participants page. Click on Edit selection to select the team(s) that you want to send the survey to. 

After selecting your participants, you will see a green checkmark next to Participants in the survey overview panel on the right-hand side of the page. This means that this step has been completed. 

Note: It is not possible to add or remove teams when your survey is already running.  

Step 2: Select the survey period 

The next step is to select the survey period. The survey period is the time the survey will be open for participants.

Select the survey period that best suits your organization’s needs. For most surveys, we recommend setting a survey period of 2 weeks.

Step 3: Select survey questions 

Then select the questions you want to include in your survey.

On this page you have the option to select question sets and single questions. The question sets consist of several questions about specific themes and topics. 

Are you curious about the content of a Theme or Topic? Then click on View details.  

Switch to the "Single questions" tab to view all selected questions and add extra questions to your questionnaire.  Are you looking for a specific question or topic? Simply use the search bar.  

Note: Your organization may have opted for mandatory question sets to be included in your questionnaire. Mandatory questions are marked in grey and can’t be deselected.  

To see an overview of the question sets and single questions you have selected for your survey, click on View questions at the top of the page. 

What is the difference between themes and topics?

Themes are groups of questions that have been scientifically validated to accurately reflect one theme (e.g. Engagement). If you include all questions from a theme, you will receive a theme score as well as scores on the individual questions. Theme scores are very insightful. They can be used to capture a broad concept and make trend analysis over time.  

Topics group together questions that relate to one common HR topic. Topics are convenient in the process of question selection. However, the questions included in a topic will be reflected individually in the results.

Step 4: Select your survey design and email introduction.

Select a survey design and the introduction for the invitation mailing. Read more about survey designs here: Customizing your survey and mailing designs

It’s time to plan your survey!

Click on 'Review & plan' when you have finished creating your survey. 

>The survey timeline appears. Here you can follow the progression of the survey.

Or click on Save & close to come back to and plan your survey at a later moment.

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